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USA Financial Formulas’s NextEra Energy NEE Stock Holding History

USA Financial Formulas’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,990
Closed -$481K – 502
2025
Q4 		$481K Buy
+5,990
New +$496K 0.09% 86
2025
Q2 		– Sell
-2,778
Closed -$197K – 327
2025
Q1 		$197K Sell
2,778
-682
-20% -$48.1K 0.03% 154
2024
Q4 		$248K Sell
3,460
-12
-0.3% -$932 0.04% 143
2024
Q3 		$293K Sell
3,472
-315
-8% -$24.6K 0.05% 120
2024
Q2 		$268K Buy
+3,787
New +$269K 0.04% 130
2024
Q1 		– Sell
-4,274
Closed -$260K – 388
2023
Q4 		$260K Buy
4,274
+4,254
+21,270% +$242K 0.05% 137
2023
Q3 		$1.15K Hold
20
– – ﹤0.01% 393
2023
Q2 		$1.48K Hold
20
– – ﹤0.01% 335
2023
Q1 		$1.54K Buy
+20
New +$1.54K ﹤0.01% 254
2022
Q3 		$2K Buy
+20
New +$1.7K ﹤0.01% 189
2021
Q4 		– Sell
-189
Closed -$15K – 461
2021
Q3 		$15K Buy
+189
New +$15.2K 0.01% 233
2021
Q1 		– Sell
-50
Closed -$4K – 399
2020
Q4 		$4K Buy
50
+34
+213% +$2.54K ﹤0.01% 210
2020
Q3 		$1K Hold
16
– – ﹤0.01% 276
2020
Q2 		$1K Sell
16
-34,056
-100% -$2.04M ﹤0.01% 186
2020
Q1 		$2.05M Sell
34,072
-13,676
-29% -$860K 1.31% 21
2019
Q4 		$2.89M Sell
47,748
-7,592
-14% -$443K 1.2% 25
2019
Q3 		$3.22M Buy
+55,340
New +$2.99M 1.25% 18
2017
Q4 		– Sell
-75,972
Closed -$2.78M – 314
2017
Q3 		$2.78M Buy
+75,972
New +$2.78M 0.66% 77
2016
Q4 		– Sell
-95,196
Closed -$2.91M – 317
2016
Q3 		$2.91M Buy
95,196
+1,956
+2% +$61.6K 0.75% 41
2016
Q2 		$3.04M Buy
+93,240
New +$2.8M 0.83% 33

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USA Financial Formulas's NEE Position: Q1 2026 in Review

USA Financial Formulas sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 5,990 shares — an estimated $481K sold.

USA Financial Formulas first reported a position in NEE in Q2 2016 and held it in 20 quarters. The position peaked at $3.22M in Q3 2019. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • USA Financial Formulas reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 5,990 NextEra Energy shares in Q1 2026, an estimated $481K.
  • USA Financial Formulas first reported a position in NextEra Energy in Q2 2016 and held it in 20 quarters.
  • USA Financial Formulas's NextEra Energy position peaked at $3.22M in Q3 2019.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.